SUPPLY NET FPO (SNL)
SNL $35.60
20 minute delayed
14 days free access
Join Market Matters and get full access to all our Opinion + Action
Performance
Share price activity
- Last (Price)
- 35.60
- Change
- ▲ 0.12 (0.34)
- Bid / Ask
- 35.58 - 35.60
- Volume
- 17,594
- Turnover
- 625,084
- Open
- 35.48
- Day Range
- 35.07 - 35.80
- VWAP
- 35.53
- Prev Close
- 35.48
- Last Trade
- 13/11 4:10pm
Key information
- Sector
- Consumer Cyclical
- Shares Issued
- 43,753,845
- NTA/Share
- 3.67
- Last Dividend
- 0.44
- Dividend Ex Date
- 17 SEP 2026
- Dividend Pay Date
- 2 OCT 2026
Current (AUD) · FY2026
- Revenue
- 403.06
- EBITDA
- 81.09
- Profit
- 47.63
- Earnings Per Share (EPS)
- 1.09
- Dividend Per Share (DPS)
- 0.74
- Yield %
- 2.29
- Market Cap
- 1,561.70
- Price to Earnings Ratio (P/E)
- 32.72
Estimates (AUD) · FY2027
- Revenue
- —
- EBITDA
- —
- Profit
- 56.53
- Earnings Per Share (EPS)
- 1.29
- Dividend Per Share (DPS)
- 0.90
Quantitative rating
Overvalued
- Economic Moat
- Narrow
- Financial Health
- Strong
- Uncertainty
- Medium
Morningstar Quantitative Rating as of 5 NOV 2026.
Quantitative Equity Rating Methodology – view here
Fair value estimate
Five-star price 29.91 Fair value 33.38 One-star price 37.26
Morningstar Quantitative Rating as of 5 NOV 2026.
Quantitative valuation
- Fair Value
- 33.38
- Price / Fair Value
- 1.07
- Valuation
- Overvalued
- Uncertainty
- Medium
Morningstar Quantitative Rating as of 5 NOV 2026. The slider runs from the five-star price (29.91) to the one-star price (37.26).
| Ratios |
|---|
| Currency (Price/reporting): AUD/AUD |
| Exchange Rate: 1.0000 |
| Price - closing or last bid | 34.92 |
| Price - 12 month high | 39.66 |
| Price - 12 month low | 27.90 |
| Pricing date | 5 NOV 2026 |
| Volume - avg. trading volume for the last ten days | 0.03 |
| Market capitalization | 1,531.87 |
| 12 Month High price date | 28 JAN 2026 |
| 12 Month Low price date | 20 MAY 2026 |
| Volume - avg. trading volume for the last 3 months | 0.04 |
| Price - 1 Day % Change | -2.38% |
| Price - 13 week price percent change | -1.13% |
| Price - 26 week price percent change | 9.78% |
| Price - 5 Day % Change | 2.56% |
| Price - 52 week price percent change | 2.37% |
| Price - YTD price percent change | 7.58% |
| Price % Change Month To Date | -1.44% |
| EPS excluding extraordinary items - most recent fiscal year | 1.088 |
| EPS excluding extraordinary items - trailing 12 month | 1.088 |
| EPS Normalized - most recent fiscal year | 1.097 |
| Revenue/share - most recent fiscal year | 9.207 |
| Revenue/share - trailing 12 month | 9.207 |
| Book value per share - most recent fiscal year | 3.669 |
| Book value per share - most recent half-year | 3.669 |
| Book value (tangible) per share - most recent fiscal year | 3.669 |
| Book value (tangible) per share - most recent half-year | 3.669 |
| Cash per share - most recent fiscal year | 0.408 |
| Cash per share - most recent half-year | 0.408 |
| Cash Flow per share - most recent fiscal year | 0.876 |
| Cash Flow per share - trailing 12 month | 0.876 |
| Dividend per share - most recent fiscal year | — |
| Dividends per share - trailing 12 month | 0.800 |
| EBITD per share - trailing 12 month | 1.852 |
| EPS Basic excluding extraordinary items - most recent fiscal year | 1.090 |
| EPS Basic excluding extraordinary items - trailing 12 month | 1.090 |
| EPS including extraordinary items - most recent fiscal year | 1.090 |
| EPS including extraordinary items - trailing 12 month | 1.090 |
| Free Cash Flow per share - trailing 12 month | 0.759 |
| P/E excluding extraordinary items, most recent fiscal year | 32.10 |
| P/E Normalized, most recent fiscal year | 31.83 |
| Price to sales - most recent fiscal year | 3.79 |
| Price to Tangible Book - most fiscal year | 9.52 |
| Price to Free Cash Flow per Share - most recent fiscal year | 45.99 |
| Price to Cash Flow per share - trailing 12 month | 39.85 |
| Price to Book - most recent fiscal year | 9.52 |
| P/E excluding extraordinary items high, trailing 12 months | 42.08 |
| P/E excluding extraordinary items low, trailing 12 months | 28.31 |
| Net Debt, LFI | 23.83 |
| Net Debt, LFY | 25.14 |
| Dividend Yield - 5 Year Average | 2.22% |
| Dividend Yield - indicated annual dividend divided by closing price | 2.30% |
| Current Dividend Yield - Common Stock Primary Issue, LTM | 2.29% |
| Free Cash Flow - most recent fiscal year | 33.24 |
| LT debt/equity - most recent fiscal year | 21.73% |
| Payout ratio - most recent fiscal year | — |
| Total debt/total equity - most recent fiscal year | 26.79% |
| LT debt/equity - most recent half-year | 25.49% |
| Total debt/total equity - most recent half-year | 30.87% |
| Free Cash Flow - trailing 12 month | 33.24 |
| Payout ratio - trailing 12 month | — |
| Revenue - most recent fiscal year | 403.06 |
| Revenue - trailing 12 month | 403.06 |
| EBITD - most recent fiscal year | 81.09 |
| EBITD - trailing 12 month | 81.09 |
| Earnings before taxes - most recent fiscal year | 67.90 |
| Earnings before taxes - trailing 12 month | 67.90 |
| Net Income available to common - most recent fiscal year | 47.63 |
| Net Income available to common - trailing 12 months | 47.63 |
| Earnings before taxes Normalized - most recent fiscal year | 68.48 |
| Net Income Available to Common, Normalized - most recent fiscal year | — |
| Earnings per Share, Normalized, Excluding Extraordinary Items, Avg. Diluted Shares Outstanding, TTM | 1.10 |
| Net Profit Margin % - 1st historical fiscal year | 11.82% |
| Net Profit Margin % - trailing 12 month | 11.82% |
| Operating margin - 1st historical fiscal year | 17.35% |
| Operating margin - trailing 12 month | 17.35% |
| Pretax margin - trailing 12 month | 16.85% |
| Pretax margin - 1st historical fiscal year | 16.85% |
| Operating Margin - 5 year average | 16.35% |
| Pretax Margin - 5 year average | 15.69% |
| Free Operating Cash Flow/Revenue, 5 Year Average | 6.86% |
| Free Operating Cash Flow/Revenue, TTM | 8.25% |
| Net Profit Margin - 5 year average | 11.03% |
| Return on average assets - most recent fiscal year | 19.07% |
| Return on average assets - trailing 12 month | 19.07% |
| Return on average equity - most recent fiscal year | 31.64% |
| Return on average equity - trailing 12 month | 31.64% |
| Return on average assets - 5 year average | 17.36% |
| Return on average equity - 5 year average | 35.82% |
| Net Income/employee - most recent fiscal year | — |
| Revenue/employee - most recent fiscal year | — |
| Revenue growth rate, 5 year | 19.91% |
| EPS growth rate, 5 year | 26.27% |
| Growth rate% - dividend, 3 year | 22.76% |
| Revenue/share (5 yr growth) | 18.26% |
| Growth rate% - Revenue, 3 year | 16.91% |
| Growth rate% - EPS, 3 year | 17.90% |
| Book value per share growth rate, 5 year | 24.90% |
| Capital Spending growth rate, 5 year | 28.71% |
| Earnings Before Interest, Taxes, Depreciation & Amortization, 5 Year CAGR | 24.59% |
Financial forecast (AUD, millions except per share)
| Actuals | Estimates | |||||||
| 2026 | 2027 | 2028 | ||||||
| Estimate breakdown | ||||||||
Financials (AUD, millions)
| Period end: | JUN 22 | JUN 23 | JUN 24 | JUN 25 | JUN 26 |
| Fiscal year: | 2022 | 2023 | 2024 | 2025 | 2026 |
| Period length: | 12 months | 12 months | 12 months | 12 months | 12 months |
Announcements
| DATE | TIME | HEADING | PAGES |
| Price sensitive |
Opinion
No opinions for this company yet.
Action
No actions for this company yet.
Business Summary
Supply Network is a distributor of aftermarket truck and bus parts in Australia and New Zealand, operating under the Multispares brand. The company provides a range of services, including parts supply, procurement, and technical support for fleet operators. Supply Network's revenue has increasingly shifted toward truck parts, which we estimate accounts for at least 85% of sales. The company operates 24 distribution centers and branch sites across Australia and New Zealand.